Dowling & Yahnke LLC Incresed Positions in Q3 2022

Dowling & Yahnke LLC

  • $215 Million
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
161
+ 2.03%
$164.17 - $201.07 $26.4K - $32.4K
8.1K $1.34M
ZTS
Zoetis Inc.

Healthcare
975
+ 14.79%
$148.29 - $182.55 $145K - $178K
7.57K $1.12M
GS
Goldman Sachs Group Inc

Financial Services
268
+ 1.15%
$19.27 - $342.58 $5.16K - $91.8K
23.5K $6.88M
SPGI
S&P Global Inc.

Financial Services
27
+ 3.88%
$305.35 - $393.2 $8.24K - $10.6K
723 $221K
LIN
Linde PLC

Basic Materials
33
+ 2.57%
$264.25 - $312.29 $8.72K - $10.3K
1.32K $355K
ITW
Illinois Tool Works Inc

Industrials
102
+ 0.5%
$175.97 - $217.46 $17.9K - $22.2K
20.6K $3.71M
DOV
Dover Corp

Industrials
9
+ 0.28%
$116.58 - $141.33 $1.05K - $1.27K
3.19K $372K
DUK
Duke Energy Corp

Utilities
167
+ 7.45%
$24.9 - $110.88 $4.16K - $18.5K
2.41K $224K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
91
+ 0.82%
$49.59 - $60.48 $4.51K - $5.5K
11.1K $554K
WEC
Wec Energy Group, Inc.

Utilities
125
+ 4.35%
$89.43 - $107.65 $11.2K - $13.5K
3K $268K
CVX
Chevron Corp

Energy
61
+ 0.2%
$135.94 - $164.63 $8.29K - $10K
30K $4.31M
AEP
American Electric Power CO Inc

Utilities
56
+ 1.57%
$55.46 - $105.18 $3.11K - $5.89K
3.63K $313K
ISRG
Intuitive Surgical Inc

Healthcare
328
+ 4.69%
$186.38 - $242.46 $61.1K - $79.5K
7.32K $1.37M
MCO
Moodys Corp

Financial Services
12
+ 0.91%
$243.11 - $322.97 $2.92K - $3.88K
1.33K $322K
BX
Blackstone Inc.

Financial Services
1
+ 0.02%
$81.95 - $108.79 $82 - $109
4.91K $411K
VDC
Vanguard Consumer Staples ETF

ETFs
545
+ 5.57%
$171.79 - $199.02 $93.6K - $108K
10.3K $1.77M
EW
Edwards Lifesciences Corp

Healthcare
78
+ 1.83%
$82.37 - $107.29 $6.42K - $8.37K
4.34K $359K
IEFA
Ishares Tr

ETFs
176
+ 1.86%
$52.32 - $63.1 $9.21K - $11.1K
9.66K $509K
PM
Philip Morris International Inc.

Consumer Defensive
77
+ 2.1%
$83.01 - $101.72 $6.39K - $7.83K
3.74K $311K
IVV
Ishares Core S&P 500 ETF

ETFs
426
+ 4.13%
$358.65 - $432.04 $153K - $184K
10.8K $3.86M
VV
Vanguard Large Cap ETF

ETFs
1.16K
+ 4.04%
$163.56 - $196.95 $189K - $228K
29.7K $4.86M
VBR
Vanguard Small Cap Value ETF

ETFs
125
+ 0.85%
$143.4 - $172.87 $17.9K - $21.6K
14.9K $2.14M
BND
Vanguard Bd Index Fd Inc Total

ETFs
41.1K
+ 5.37%
$70.77 - $77.08 $2.91M - $3.17M
807K $57.6M
VUG
Vanguard Growth ETF

ETFs
72
+ 0.68%
$213.95 - $266.28 $15.4K - $19.2K
10.7K $2.29M
SNAP
Snap Inc

Communication Services
5.49K
+ 12.65%
$0.0 - $16.35 $0 - $89.7K
48.9K $480K
ATVI
Activision Blizzard, Inc.

Communication Services
914
+ 2.0%
$74.33 - $81.0 $67.9K - $74K
46.6K $3.47M
CATH
Global X Fds Global X S&P 500

ETFs
2.07K
+ 2.53%
$43.65 - $52.57 $90.4K - $109K
83.8K $3.66M
GD
General Dynamics Corp

Industrials
116
+ 0.88%
$209.79 - $243.69 $24.3K - $28.3K
13.3K $2.83M
VHT
Vanguard Health Care ETF

ETFs
672
+ 3.24%
$223.7 - $250.44 $150K - $168K
21.4K $4.78M
VT
Vanguard Total World Stk Index

ETFs
800
+ 2.91%
$78.88 - $94.48 $63.1K - $75.6K
28.3K $2.23M
COF
Capital One Financial Corp

Financial Services
210
+ 1.87%
$19.08 - $114.76 $4.01K - $24.1K
11.5K $1.06M
KHC
Kraft Heinz CO

Consumer Defensive
1.19K
+ 3.53%
$32.95 - $39.18 $39.2K - $46.6K
34.9K $1.16M
PNC
Pnc Financial Services Group, Inc.

Financial Services
449
+ 1.82%
$25.2 - $166.28 $11.3K - $74.7K
25.1K $3.75M
CB
Chubb LTD

Financial Services
11
+ 0.11%
$174.74 - $202.41 $1.92K - $2.23K
10.2K $1.85M
BDX
Becton Dickinson & CO

Healthcare
331
+ 3.47%
$51.03 - $264.23 $16.9K - $87.5K
9.87K $2.2M
PEP
Pepsico Inc

Consumer Defensive
41
+ 0.08%
$163.26 - $180.4 $6.69K - $7.4K
51.4K $8.39M
NOW
Service Now, Inc.

Technology
244
+ 9.01%
$370.1 - $516.2 $90.3K - $126K
2.95K $1.11M
BRKB
Berkshire Hathwy Inc(Hldg Co)B
820
+ 1.09%
N/A
76.3K $20.4M
CME
Cme Group Inc.

Financial Services
28
+ 0.29%
$176.26 - $208.9 $4.94K - $5.85K
9.55K $1.69M
BA
Boeing CO

Industrials
496
+ 2.33%
$121.08 - $172.08 $60.1K - $85.4K
21.8K $2.64M
ELV
Elevance Health, Inc.

Healthcare
134
+ 1.13%
$445.98 - $507.0 $59.8K - $67.9K
12K $5.46M
O
Realty Income Corp

Real Estate
76
+ 0.25%
$57.95 - $74.75 $4.4K - $5.68K
29.9K $1.74M
XLU
Utilities Sector Spdr

ETFs
145
+ 0.21%
$65.51 - $78.12 $9.5K - $11.3K
67.9K $4.45M
C
Citigroup Inc

Financial Services
618
+ 0.78%
$27.25 - $52.59 $16.8K - $32.5K
79.8K $3.33M
SPY
Spdr S&P 500 ETF Trust

ETFs
655
+ 2.27%
$357.18 - $429.7 $234K - $281K
29.4K $10.5M
EL
Estee Lauder Companies Inc

Consumer Defensive
196
+ 1.91%
$215.9 - $281.62 $42.3K - $55.2K
10.4K $2.26M
VEA
Vanguard Ftse Developed Market

ETFs
2.21K
+ 2.09%
$36.19 - $43.74 $79.9K - $96.6K
108K $3.92M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
31.7K
+ 5.45%
N/A
614K $35.3M
AVGO
Broadcom Inc.

Technology
33
+ 0.34%
$444.01 - $1748.97 $14.7K - $57.7K
9.87K $4.38M
Activity Summary
Buys All Purchases 192 New Holdings 13 Increased Positions 179 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
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